Home > Security National Bank of Omaha > Gross Fiduciary and Related Services Income

Security National Bank of Omaha, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,256,000153
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$430,000131
YTD Gross Income employee benefit defined benefit$0242
YTD Gross Income from other retirement accounts$558,000235
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$2,137,000224
Foundation and endowment and agency accounts income$12,000331
YTD Gross income other trust and agency accounts$25,00062
YTD Gross income custody and safekeeping agency accounts$254,000156
YTD Gross income other trust accounts$4,000192
Gross Fiduciary activities income$6,676,000227
YTD fiduciary expense (Dec. only)$4,454,000226
YTD fiduciary net loss (Dec. only)$0213
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$2,222,000201
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,503,000150
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$321,000123
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$398,000220
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$1,580,000222
Foundation and endowment and agency accounts income$0289
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$184,000158
YTD Gross income other trust accounts$3,000158
Gross Fiduciary activities income$4,989,000228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,729,000148
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$213,000127
YTD Gross Income employee benefit defined benefit$0231
YTD Gross Income from other retirement accounts$263,000240
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$1,034,000223
Foundation and endowment and agency accounts income$0339
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$89,000181
YTD Gross income other trust accounts$3,000176
Gross Fiduciary activities income$3,331,000224
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$908,000150
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$107,000129
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$130,000229
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$533,000175
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$33,000203
YTD Gross income other trust accounts$5,000133
Gross Fiduciary activities income$1,716,000229
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,566,000147
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$463,000136
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$547,000248
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$2,270,000175
Foundation and endowment and agency accounts income$0363
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$68,000267
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$6,914,000236
YTD fiduciary expense (Dec. only)$3,809,000254
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$3,105,000181
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,721,000146
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$352,000132
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$417,000234
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$1,738,000172
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$52,000248
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$5,280,000232
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,891,000123
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$240,000124
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$287,000230
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$1,193,000154
Foundation and endowment and agency accounts income$0326
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$36,000239
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$3,647,000199
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,069,000119
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$114,000125
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$140,000223
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$578,000157
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$17,000227
YTD Gross income other trust accounts$5,000123
Gross Fiduciary activities income$1,923,000197
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,407,000133
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$503,000128
YTD Gross Income employee benefit defined benefit$0196
YTD Gross Income from other retirement accounts$539,000239
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$2,002,000173
Foundation and endowment and agency accounts income$0318
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$75,000237
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$6,526,000209
YTD fiduciary expense (Dec. only)$3,806,000209
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$2,720,000174
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,519,000133
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$374,000123
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$399,000226
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$1,433,000174
Foundation and endowment and agency accounts income$0263
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$55,000218
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$4,780,000210
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,642,000137
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$245,000129
YTD Gross Income employee benefit defined benefit$0192
YTD Gross Income from other retirement accounts$264,000238
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$936,000179
Foundation and endowment and agency accounts income$0305
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$37,000240
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$3,124,000209
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$800,000138
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$116,000129
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$130,000229
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$462,000178
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,000223
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$1,526,000211
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,667,000147
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$357,000138
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$441,000239
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$1,604,000185
Foundation and endowment and agency accounts income$0309
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$112,000201
YTD Gross income other trust accounts$219,00093
Gross Fiduciary activities income$5,400,000214
YTD fiduciary expense (Dec. only)$3,486,000219
YTD fiduciary net loss (Dec. only)$0180
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$1,914,000185
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,948,000147
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$281,000132
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$318,000226
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$1,176,000179
Foundation and endowment and agency accounts income$0263
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$92,000184
YTD Gross income other trust accounts$167,00089
Gross Fiduciary activities income$3,982,000212
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,268,000151
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$186,000138
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$207,000248
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$770,000185
Foundation and endowment and agency accounts income$0296
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$66,000184
YTD Gross income other trust accounts$110,00096
Gross Fiduciary activities income$2,607,000214
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$637,000153
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$99,000127
YTD Gross Income employee benefit defined benefit$0176
YTD Gross Income from other retirement accounts$104,000233
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$375,000182
Foundation and endowment and agency accounts income$0260
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$30,000186
YTD Gross income other trust accounts$99,00070
Gross Fiduciary activities income$1,344,000211
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,606,000148
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$406,000135
YTD Gross Income employee benefit defined benefit$0203
YTD Gross Income from other retirement accounts$426,000237
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$1,455,000192
Foundation and endowment and agency accounts income$0302
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$62,000249
YTD Gross income other trust accounts$77,000136
Gross Fiduciary activities income$5,032,000217
YTD fiduciary expense (Dec. only)$3,039,000235
YTD fiduciary net loss (Dec. only)$0159
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$1,993,000176
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,932,000150
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$296,000134
YTD Gross Income employee benefit defined benefit$0184
YTD Gross Income from other retirement accounts$307,000229
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$1,070,000188
Foundation and endowment and agency accounts income$0267
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$45,000240
YTD Gross income other trust accounts$99,000113
Gross Fiduciary activities income$3,749,000216
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,280,000150
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$195,000138
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$200,000245
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$688,000192
Foundation and endowment and agency accounts income$0290
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$31,000253
YTD Gross income other trust accounts$35,000135
Gross Fiduciary activities income$2,429,000218
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$627,000146
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$95,000139
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$101,000241
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$338,000193
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,000246
YTD Gross income other trust accounts$12,000131
Gross Fiduciary activities income$1,188,000218
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,502,000148
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$291,000162
YTD Gross Income employee benefit defined benefit$0225
YTD Gross Income from other retirement accounts$366,000255
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$1,219,000209
Foundation and endowment and agency accounts income$0347
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$75,000242
YTD Gross income other trust accounts$274,00085
Gross Fiduciary activities income$4,727,000219
YTD fiduciary expense (Dec. only)$2,835,000237
YTD fiduciary net loss (Dec. only)$0192
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$1,892,000183
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,983,000146
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$271,000155
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$272,000251
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$911,000209
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$36,000267
YTD Gross income other trust accounts$135,00097
Gross Fiduciary activities income$3,608,000218
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,354,000146
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$176,000156
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$175,000254
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$600,000212
Foundation and endowment and agency accounts income$0290
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$22,000272
YTD Gross income other trust accounts$85,000103
Gross Fiduciary activities income$2,412,000219
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$674,000145
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$87,000153
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$84,000257
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$304,000206
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,000274
YTD Gross income other trust accounts$63,00087
Gross Fiduciary activities income$1,222,000219
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,788,000140
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$324,000156
YTD Gross Income employee benefit defined benefit$0247
YTD Gross Income from other retirement accounts$298,000268
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$1,081,000218
Foundation and endowment and agency accounts income$0364
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$36,000326
YTD Gross income other trust accounts$247,00088
Gross Fiduciary activities income$4,774,000216
YTD fiduciary expense (Dec. only)$2,465,000257
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$2,309,000151
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,112,000135
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$239,000151
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$218,000257
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$792,000217
Foundation and endowment and agency accounts income$0282
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$26,000280
YTD Gross income other trust accounts$245,00076
Gross Fiduciary activities income$3,632,000213
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,424,000133
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$154,000153
YTD Gross Income employee benefit defined benefit$0204
YTD Gross Income from other retirement accounts$142,000257
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$534,000211
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,000277
YTD Gross income other trust accounts$205,00072
Gross Fiduciary activities income$2,477,000209
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$709,000134
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$73,000156
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$68,000261
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$264,000214
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,000279
YTD Gross income other trust accounts$150,00056
Gross Fiduciary activities income$1,273,000204
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,344,000151
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$253,000176
YTD Gross Income employee benefit defined benefit$0250
YTD Gross Income from other retirement accounts$257,000274
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$1,038,000213
Foundation and endowment and agency accounts income$0359
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$31,000351
YTD Gross income other trust accounts$224,00091
Gross Fiduciary activities income$4,147,000223
YTD fiduciary expense (Dec. only)$2,261,000264
YTD fiduciary net loss (Dec. only)$0176
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$1,886,000160
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,713,000150
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$185,000171
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$189,000260
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$781,000207
Foundation and endowment and agency accounts income$0277
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$24,000287
YTD Gross income other trust accounts$224,00076
Gross Fiduciary activities income$3,116,000220
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,209,000143
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$118,000173
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$125,000264
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$541,000200
Foundation and endowment and agency accounts income$0278
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$17,000287
YTD Gross income other trust accounts$90,000100
Gross Fiduciary activities income$2,100,000221
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$599,000145
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$55,000176
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$61,000265
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$278,000196
Foundation and endowment and agency accounts income$0274
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,000282
YTD Gross income other trust accounts$42,00089
Gross Fiduciary activities income$1,044,000222
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,234,000160
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$199,000200
YTD Gross Income employee benefit defined benefit$0254
YTD Gross Income from other retirement accounts$252,000283
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$1,034,000214
Foundation and endowment and agency accounts income$0359
YTD Gross income other trust and agency accounts$21,000103
YTD Gross income custody and safekeeping agency accounts$36,000341
YTD Gross income other trust accounts$110,000121
Gross Fiduciary activities income$3,886,000231
YTD fiduciary expense (Dec. only)$1,884,000289
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$2,002,000164
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,643,000159
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$147,000188
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$190,000263
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$770,000213
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$27,000292
YTD Gross income other trust accounts$101,000107
Gross Fiduciary activities income$2,894,000233
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,066,000163
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$95,000193
YTD Gross Income employee benefit defined benefit$0209
YTD Gross Income from other retirement accounts$125,000266
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$499,000216
Foundation and endowment and agency accounts income$0275
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,000292
YTD Gross income other trust accounts$59,000112
Gross Fiduciary activities income$1,873,000239
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$500,000175
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$47,000197
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$59,000269
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$241,000221
Foundation and endowment and agency accounts income$0272
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,000291
YTD Gross income other trust accounts$28,000109
Gross Fiduciary activities income$890,000251
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,890,000172
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$190,000204
YTD Gross Income employee benefit defined benefit$0259
YTD Gross Income from other retirement accounts$211,000304
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$884,000228
Foundation and endowment and agency accounts income$0361
YTD Gross income other trust and agency accounts$20,000100
YTD Gross income custody and safekeeping agency accounts$29,000361
YTD Gross income other trust accounts$87,000136
Gross Fiduciary activities income$3,311,000254
YTD fiduciary expense (Dec. only)$1,485,000322
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$1,826,000167
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,428,000172
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$142,000196
YTD Gross Income employee benefit defined benefit$0220
YTD Gross Income from other retirement accounts$156,000276
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$651,000226
Foundation and endowment and agency accounts income$0277
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,000305
YTD Gross income other trust accounts$87,000118
Gross Fiduciary activities income$2,500,000256
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$962,000172
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$98,000191
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$102,000274
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$421,000233
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$13,000307
YTD Gross income other trust accounts$41,000123
Gross Fiduciary activities income$1,647,000258
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$481,000168
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$52,000189
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$51,000278
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$198,000232
Foundation and endowment and agency accounts income$0270
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,000305
YTD Gross income other trust accounts$14,000130
Gross Fiduciary activities income$807,000264
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,743,000174
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$245,000178
YTD Gross Income employee benefit defined benefit$0260
YTD Gross Income from other retirement accounts$192,000303
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$753,000238
Foundation and endowment and agency accounts income$0342
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$24,000374
YTD Gross income other trust accounts$97,000133
Gross Fiduciary activities income$3,054,000255
YTD fiduciary expense (Dec. only)$1,556,000309
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$1,498,000169
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,283,000174
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$180,000174
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$145,000269
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$564,000225
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,000292
YTD Gross income other trust accounts$86,000114
Gross Fiduciary activities income$2,276,000255
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$839,000177
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$120,000176
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$96,000269
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$373,000226
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$11,000305
YTD Gross income other trust accounts$81,00098
Gross Fiduciary activities income$1,520,000253
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$415,000176
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$61,000177
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$47,000270
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$186,000224
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000303
YTD Gross income other trust accounts$45,00087
Gross Fiduciary activities income$759,000252
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,548,000182
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$241,000189
YTD Gross Income employee benefit defined benefit$0262
YTD Gross Income from other retirement accounts$190,000293
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$657,000241
Foundation and endowment and agency accounts income$0335
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$19,000379
YTD Gross income other trust accounts$30,000192
Gross Fiduciary activities income$2,685,000262
YTD fiduciary expense (Dec. only)$1,529,000299
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$1,156,000182
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,149,000183
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$183,000180
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$143,000262
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$473,000235
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,000299
YTD Gross income other trust accounts$25,000148
Gross Fiduciary activities income$1,988,000262
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$765,000184
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$124,000178
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$97,000259
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$298,000240
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,000300
YTD Gross income other trust accounts$18,000149
Gross Fiduciary activities income$1,312,000262
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$383,000180
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$63,000177
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$49,000255
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$144,000236
Foundation and endowment and agency accounts income$0251
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000296
YTD Gross income other trust accounts$8,000139
Gross Fiduciary activities income$652,000261
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,468,000184
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$223,000189
YTD Gross Income employee benefit defined benefit$0264
YTD Gross Income from other retirement accounts$190,000282
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$526,000260
Foundation and endowment and agency accounts income$22,000280
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$19,000376
YTD Gross income other trust accounts$90,000143
Gross Fiduciary activities income$2,538,000228
YTD fiduciary expense (Dec. only)$1,297,000328
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$1,241,000165
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,107,000183
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$169,000180
YTD Gross Income employee benefit defined benefit$0227
YTD Gross Income from other retirement accounts$140,000254
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$394,000245
Foundation and endowment and agency accounts income$17,000227
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,000295
YTD Gross income other trust accounts$76,000120
Gross Fiduciary activities income$1,917,000226
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$740,000181
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$113,000183
YTD Gross Income employee benefit defined benefit$0222
YTD Gross Income from other retirement accounts$95,000257
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$258,000252
Foundation and endowment and agency accounts income$12,000224
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,000293
YTD Gross income other trust accounts$56,000122
Gross Fiduciary activities income$1,284,000226
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$368,000183
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$56,000184
YTD Gross Income employee benefit defined benefit$0221
YTD Gross Income from other retirement accounts$48,000255
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$123,000255
Foundation and endowment and agency accounts income$6,000221
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000300
YTD Gross income other trust accounts$37,00099
Gross Fiduciary activities income$643,000228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,327,000188
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$170,000217
YTD Gross Income employee benefit defined benefit$0279
YTD Gross Income from other retirement accounts$209,000252
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$436,000276
Foundation and endowment and agency accounts income$21,000282
YTD Gross income other trust and agency accounts$1,000160
YTD Gross income custody and safekeeping agency accounts$16,000398
YTD Gross income other trust accounts$107,000136
Gross Fiduciary activities income$2,287,000235
YTD fiduciary expense (Dec. only)$1,284,000330
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$1,003,000189
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$976,000187
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$122,000192
YTD Gross Income employee benefit defined benefit$0233
YTD Gross Income from other retirement accounts$155,000225
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$322,000243
Foundation and endowment and agency accounts income$15,000219
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$11,000310
YTD Gross income other trust accounts$134,000100
Gross Fiduciary activities income$1,736,000231
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$650,000190
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$79,000198
YTD Gross Income employee benefit defined benefit$0230
YTD Gross Income from other retirement accounts$104,000228
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$224,000243
Foundation and endowment and agency accounts income$10,000213
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,000310
YTD Gross income other trust accounts$127,00090
Gross Fiduciary activities income$1,203,000228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$318,000194
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$39,000197
YTD Gross Income employee benefit defined benefit$0224
YTD Gross Income from other retirement accounts$53,000223
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$111,000243
Foundation and endowment and agency accounts income$5,000213
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000299
YTD Gross income other trust accounts$96,00068
Gross Fiduciary activities income$628,000222
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,173,000205
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$151,000218
YTD Gross Income employee benefit defined benefit$17,000212
YTD Gross Income from other retirement accounts$164,000277
YTD Gross Income corporate trust and agency$2,000213
Investment management and investment advisory agency accounts income$394,000280
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$2,000152
YTD Gross income custody and safekeeping agency accounts$17,000396
YTD Gross income other trust accounts$135,000142
Gross Fiduciary activities income$2,055,000242
YTD fiduciary expense (Dec. only)$1,124,000337
YTD fiduciary net loss (Dec. only)$46,00079
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$885,000197
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$858,000203
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$108,000201
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$131,000237
YTD Gross Income corporate trust and agency$0161
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,000290
YTD Gross income other trust accounts$116,000120
Gross Fiduciary activities income$1,521,000242
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$557,000204
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$71,000205
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$80,000240
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,000298
YTD Gross income other trust accounts$113,000115
Gross Fiduciary activities income$1,035,000241
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$280,000204
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$34,000208
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$40,000238
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000299
YTD Gross income other trust accounts$85,00094
Gross Fiduciary activities income$546,000235
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$2,000169
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,575,000226
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,049,000225
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,407,000225
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$749,000222
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$3,000171
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,681,000230
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,037,000227
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,385,000232
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$738,000222
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,239,000254
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,644,000261
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,095,000266
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$561,000257
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,865,000287
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,382,000281
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$909,000280
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$460,000279
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$876,000405
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$422,000531
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,518
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,930
Fiduciary or related activity$01,848
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,441
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,948
Fiduciary or related activity$01,873
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,641
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,971
Fiduciary or related activity$01,895
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,599
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,985
Fiduciary or related activity$01,908
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,577
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$02,011
Fiduciary or related activity$01,921
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,504
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$02,027
Fiduciary or related activity$01,927
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,713
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$01,948
Fiduciary or related activity$01,876
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,731
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,332
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,380
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,398
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,450
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,526
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA